Timothy G Cooney

Senior Vice President, Private Client Advisor

Professional Profile

Tim Cooney is a Private Client Advisor and Senior Vice President with U.S. Trust, Bank of America
Private Wealth Management, serving the New York metropolitan area. Tim provides customized financial advice and high-touch service to wealthy individuals, families and institutions. Drawing on his extensive experience advising an accomplished clientele, Tim offers a dynamic and creative approach to the opportunities and challenges that significant wealth can entail. He leads a team of locally-based specialists who work in concert to design and implement integrated initiatives in investment management, trust and estate planning services, banking and lending, family office services and philanthropy.

Tim offers a holistic approach that centers on each client’s objectives, informed by a deep understanding of the client’s priorities and needs. He works closely with business owners, senior executives, hedge fund principals, private equity partners and their family members to streamline and simplify both sides of the balance sheet. Throughout each relationship, Tim offers a high caliber of guidance, a relentless service ethic, and a profound dedication to client well- being.

Prior to joining U.S. Trust in 2016, Tim was an Executive Director in the Private Bank at J.P. Morgan, where he worked closely with affluent families, endowments and foundations. Previously, Tim served as a Director with Sanford C. Bernstein in New York, providing research capabilities and trading services to leading global hedge funds. Tim began his financial services career in 2000 at Goldman Sachs, where he was a Vice President in the Equity Products Group.

Tim earned his B.S. in Finance with a concentration in Accounting from the Schreyer Honors College at the Pennsylvania State University. He currently serves as an elected member of the Schreyer Honors College Alumni Board. Tim lives in Madison, New Jersey, with his wife Colleen and their sons Jack and Declan.

Key Contacts

Athena Hondros

973.245.4347

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.